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SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF)

View original at fool.com
Motley Fool - Stock Analysis Title: SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF) Date: 2026-04-09 02:18 Source: https://www.fool.com/coverage/filings/2026/04/08/shj-wealth-advisors-opens-usd10-million-position-in-ishares-defense-industrials-active-etf-idef/?source=iedf…
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  • The iShares Defense Industrials Active ETF (IDEF) has delivered total returns of 35% since its debut in May 2025, doubling the S&P 500's returns over the same time

    60% confidence

  • SHJ Wealth Advisors reported a new holding of 311,318 shares in iShares Defense Industrials Active ETF

    60% confidence

  • The new IDEF position represents 1.37% of SHJ's 13F reportable assets under management

    60% confidence

  • The iShares Defense Industrials Active ETF has delivered total returns of 35% since its May 2025 debut, doubling the S&P 500's returns over the same period

    60% confidence
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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SHJ Wealth Advisors Opens $10 Million Position in iShares Defense Industrials Active ETF (IDEF) — Source | Via News | Finance Via News